Winged Keel Group's Client Services department focuses on delivering best in class service to our ultra-high net worth clients. We offer a suite of services that includes customized reporting, premium invoicing, task management, and the preparation of life insurance portfolio reviews. We work with dozens of insurance companies to manage a spectrum of life insurance products. Prior experience with any type of insurance may be helpful, but life insurance experience is not a prerequisite since we will train you on the different types of life insurance products. The successful candidate will enjoy helping people and going the extra mile to deliver exemplary service to our clients. He or she will be a self-starter and be accountable for following our established processes to deliver timely and accurate information. This role requires someone who can critically review information and is comfortable questioning unexpected results. Seemingly small details can be material, so we are looking for someone who has the patience and discipline to manage those details. Candidates should have strong follow-through in order to drive multi-step assignments to completion. Basic time management skills are necessary and this role will provide an opportunity to further develop prioritization and time management skills. This role will also help you refine professional business communication skills and become adept at communicating proactively to manage expectations as priorities shift.
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Ideal Candidate Will Possess the Following:
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